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Novartis

1,143 hedge funds and large institutions have $18.5B invested in Novartis in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 327 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+64
Holders Change %
+5.93%
% of All Funds
17.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
156
Increased
327
Reduced
472
Closed
76
Calls
$688M
Puts
$278M
Net Calls
+$410M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
676
NorthRock Partners
Minnesota
$444K -$437 -5 -0.1%
JCM
677
Jacobi Capital Management
Pennsylvania
$443K +$14.5K +166 +3%
WANY
678
Wealthspire Advisors (New York)
New York
$442K -$315K -3,602 -42%
BJL
679
Brighton Jones LLC
Washington
$441K -$18.6K -212 -4%
AIM
680
Alhambra Investment Management
Florida
$440K
CW
681
CreativeOne Wealth
Kansas
$440K +$440K +5,026 New
NSAM
682
North Star Asset Management
Wisconsin
$437K
SIC
683
Salem Investment Counselors
North Carolina
$437K +$2.36K +27 +0.5%
HPCM
684
High Pointe Capital Management
Illinois
$437K +$45.4K +520 +12%
AIM
685
Allen Investment Management
New York
$437K +$437K +5,000 New
PWMAG
686
Pinnacle Wealth Management Advisory Group
New Jersey
$433K +$143K +1,638 +50%
QPW
687
Quantum Private Wealth
Florida
$432K +$432K +4,939 New
JA
688
JVL Associates
Michigan
$428K
IB
689
Intrust Bank
Kansas
$427K -$41.5K -474 -9%
IFWM
690
Institute for Wealth Management
Colorado
$427K -$8.48K -97 -2%
RFO
691
RiverGlades Family Offices
Florida
$426K
ST
692
Spinnaker Trust
Maine
$426K
ACP
693
Ashfield Capital Partners
California
$426K +$2.19K +25 +0.5%
ATIA
694
American Trust Investment Advisors
New Hampshire
$425K +$42.7K +488 +11%
IWP
695
Icon Wealth Partners
Texas
$423K -$20.5K -235 -5%
CIA
696
Cohen Investment Advisors
New Hampshire
$422K +$5.6K +64 +1%
AAS
697
Ameritas Advisory Services
Nebraska
$421K +$421K +4,818 New
VCM
698
Violich Capital Management
California
$415K
BHC
699
Bowen Hanes & Co
Florida
$415K
YIA
700
YHB Investment Advisors
Connecticut
$413K -$9.54K -109 -2%